Bank of Montreal’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.12M | Sell |
40,563
-9,440
| -19% | -$1.66M | ﹤0.01% | 980 |
|
|
2025
Q1 | $9.05M | Sell |
50,003
-17,440
| -26% | -$3.16M | ﹤0.01% | 884 |
|
|
2024
Q4 | $14.1M | Sell |
67,443
-34,921
| -34% | -$7.31M | 0.01% | 786 |
|
|
2024
Q3 | $22M | Buy |
102,364
+14,088
| +16% | +$3.03M | 0.01% | 693 |
|
|
2024
Q2 | $18.1M | Buy |
88,276
+16,868
| +24% | +$3.45M | 0.01% | 752 |
|
|
2024
Q1 | $17.5M | Sell |
71,408
-6,363
| -8% | -$1.56M | 0.01% | 723 |
|
|
2023
Q4 | $16.9M | Buy |
77,771
+23,205
| +43% | +$5.05M | 0.01% | 748 |
|
|
2023
Q3 | $11.7M | Buy |
54,566
+5,683
| +12% | +$1.22M | ﹤0.01% | 816 |
|
|
2023
Q2 | $10.6M | Buy |
48,883
+5,348
| +12% | +$1.16M | ﹤0.01% | 880 |
|
|
2023
Q1 | $10.1M | Sell |
43,535
-12,545
| -22% | -$2.9M | ﹤0.01% | 865 |
|
|
2022
Q4 | $12.9M | Buy |
56,080
+11,733
| +26% | +$2.71M | 0.01% | 761 |
|
|
2022
Q3 | $9.03K | Sell |
44,347
-10,518
| -19% | -$2.14K | ﹤0.01% | 881 |
|
|
2022
Q2 | $10.1K | Buy |
54,865
+5,128
| +10% | +$948 | ﹤0.01% | 891 |
|
|
2022
Q1 | $9.75M | Sell |
49,737
-8,410
| -14% | -$1.65M | ﹤0.01% | 953 |
|
|
2021
Q4 | $13.7M | Sell |
58,147
-15,332
| -21% | -$3.62M | 0.01% | 841 |
|
|
2021
Q3 | $15.8M | Sell |
73,479
-37,734
| -34% | -$8.09M | 0.01% | 958 |
|
|
2021
Q2 | $24.6M | Buy |
111,213
+16,224
| +17% | +$3.58M | 0.01% | 758 |
|
|
2021
Q1 | $20.5M | Buy |
94,989
+27,554
| +41% | +$5.93M | 0.01% | 625 |
|
|
2020
Q4 | $14.1M | Buy |
67,435
+23,684
| +54% | +$4.94M | 0.01% | 761 |
|
|
2020
Q3 | $8.04M | Sell |
43,751
-3,293
| -7% | -$605K | 0.01% | 864 |
|
|
2020
Q2 | $7.4M | Sell |
47,044
-3,627
| -7% | -$570K | 0.01% | 879 |
|
|
2020
Q1 | $6.91M | Sell |
50,671
-14,459
| -22% | -$1.97M | 0.01% | 785 |
|
|
2019
Q4 | $11.2M | Buy |
65,130
+12,552
| +24% | +$2.16M | 0.01% | 807 |
|
|
2019
Q3 | $8.62M | Buy |
52,578
+36,330
| +224% | +$5.95M | 0.01% | 833 |
|
|
2019
Q2 | $2.8M | Sell |
16,248
-4,275
| -21% | -$736K | ﹤0.01% | 1285 |
|
|
2019
Q1 | $3.11M | Sell |
20,523
-370
| -2% | -$56.1K | ﹤0.01% | 1256 |
|
|
2018
Q4 | $2.64M | Sell |
20,893
-16,298
| -44% | -$2.06M | ﹤0.01% | 1261 |
|
|
2018
Q3 | $5.6M | Sell |
37,191
-27,294
| -42% | -$4.11M | ﹤0.01% | 1052 |
|
|
2018
Q2 | $8.8M | Buy |
64,485
+45,105
| +233% | +$6.16M | 0.01% | 887 |
|
|
2018
Q1 | $2.76M | Sell |
19,380
-107
| -0.5% | -$15.2K | ﹤0.01% | 1328 |
|
|
2017
Q4 | $2.57M | Sell |
19,487
-368
| -2% | -$48.6K | ﹤0.01% | 1366 |
|
|
2017
Q3 | $2.41M | Buy |
19,855
+145
| +0.7% | +$17.6K | ﹤0.01% | 1444 |
|
|
2017
Q2 | $2.23M | Buy |
19,710
+3,991
| +25% | +$451K | ﹤0.01% | 1459 |
|
|
2017
Q1 | $1.47M | Sell |
15,719
-550
| -3% | -$51.4K | ﹤0.01% | 1575 |
|
|
2016
Q4 | $1.52M | Buy |
16,269
+632
| +4% | +$59.2K | ﹤0.01% | 1556 |
|
|
2016
Q3 | $1.46M | Buy |
15,637
+372
| +2% | +$34.8K | ﹤0.01% | 1524 |
|
|
2016
Q2 | $1.25M | Buy |
15,265
+4,872
| +47% | +$400K | ﹤0.01% | 1596 |
|
|
2016
Q1 | $861K | Buy |
10,393
+146
| +1% | +$12.1K | ﹤0.01% | 1702 |
|
|
2015
Q4 | $785K | Buy |
10,247
+3,297
| +47% | +$253K | ﹤0.01% | 1693 |
|
|
2015
Q3 | $496K | Sell |
6,950
-3,282
| -32% | -$234K | ﹤0.01% | 1676 |
|
|
2015
Q2 | $804K | Sell |
10,232
-4,215
| -29% | -$331K | ﹤0.01% | 1606 |
|
|
2015
Q1 | $1.1M | Sell |
14,447
-165,779
| -92% | -$12.6M | ﹤0.01% | 1469 |
|
|
2014
Q4 | $14M | Sell |
180,226
-84,872
| -32% | -$6.61M | 0.02% | 595 |
|
|
2014
Q3 | $19.2M | Buy |
265,098
+13,920
| +6% | +$1.01M | 0.02% | 468 |
|
|
2014
Q2 | $20.3M | Buy |
251,178
+78,268
| +45% | +$6.32M | 0.02% | 440 |
|
|
2014
Q1 | $12.6M | Buy |
172,910
+18,444
| +12% | +$1.34M | 0.02% | 497 |
|
|
2013
Q4 | $11.4M | Buy |
154,466
+4,039
| +3% | +$298K | 0.02% | 530 |
|
|
2013
Q3 | $9.82M | Buy |
150,427
+46,862
| +45% | +$3.06M | 0.02% | 496 |
|
|
2013
Q2 | $5.57M | Buy |
+103,565
| New | +$5.57M | 0.01% | 627 |
|